# Robert Davidson

> Robert Davidson is a fee-only financial advisor at Finsym Partners in Seattle, Washington. Finsym Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-davidson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Finsym Partners
- **Based in:** Seattle, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $188.0M across 90 accounts
- **CRD:** 2274035 (https://adviserinfo.sec.gov/individual/summary/2274035)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.finsymllc.com

## Frequently asked questions

### Is Robert Davidson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Finsym Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Finsym Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert Davidson based?

Robert Davidson is based in Seattle, Washington.

### Is Robert Davidson registered with the SEC?

Yes. Robert Davidson is registered as an investment adviser representative in TX and WA (CRD 2274035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Finsym Partners manage?

Finsym Partners reports $188.0M across 90 accounts in assets under management.

### How do I contact Robert Davidson?

Through Robert's website, www.finsymllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2274035): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.